What We Offer

No hidden fees. No confusing packages. Just clear services with upfront pricing.

How It Works

Pick the service that matches your needs. Book a session. Show up ready to talk.

We'll ask questions, map your situation, and give you a plan you can act on immediately.

Every service is a one-time session unless you decide you want more. No subscriptions, no commitments.

Financial consultation
Financial planning

Financial Planning Consultation

£175

This is the deep-dive session. We spend 90 minutes mapping your entire financial picture: income, expenses, debts, savings, goals, and the things keeping you up at night.

You leave with a personalised roadmap that shows you exactly what to focus on first, what can wait, and what you've been overthinking.

  • Complete financial audit
  • Priority action plan
  • Custom budget framework
  • Written summary sent within 48 hours
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Budget planning

Budget Management Setup

£125

Budgets fail when they're too rigid or too generic. We build one that fits your actual life—not an ideal version of it.

We use your real spending patterns, factor in your personality, and create a system that runs on autopilot once it's set up.

  • Personalised budget structure
  • Spending category breakdown
  • Automation recommendations
  • Monthly tracking template
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Savings strategy

Savings Strategy Review

£145

Already putting money aside but not sure if you're doing it the smart way? We audit your approach.

We check if your accounts are working for you, if your timeline makes sense, and if there are faster ways to hit your target without drastic lifestyle changes.

  • Current savings audit
  • Account optimisation plan
  • Timeline adjustment recommendations
  • Tax-efficient savings tips
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Debt management

Debt Management Advice

£165

Debt isn't shameful—it's just math. And math can be fixed.

We map what you owe, prioritise based on interest and impact, and build a paydown plan that doesn't require you to live on rice and beans for three years.

  • Complete debt inventory
  • Payoff priority ranking
  • Accelerated repayment plan
  • Negotiation strategy guidance
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Investment basics

Investment Basics Workshop

£195

Investing feels intimidating because it's designed to. We strip away the jargon and show you what actually matters.

This session covers stocks, funds, ISAs, risk tolerance, and how to start without needing £10,000 or a finance degree.

  • Investment fundamentals explained
  • Risk assessment
  • Account type comparison
  • Step-by-step starter guide
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Financial assessment

Personal Finance Assessment

£135

Not sure where to focus first? This session is your starting point.

We identify the areas where small changes will have the biggest impact, then hand you three actions to take immediately.

  • Opportunity area analysis
  • Quick-win identification
  • Priority ranking
  • Immediate action list
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Common Questions

Do I need to bring anything to the session?

Just yourself and an open mind. If you have bank statements or bills handy, they help—but we can work with whatever you remember.

What if I need more than one session?

You can book follow-ups anytime. Many clients start with one session and come back months later for a check-in. No pressure either way.

Are your services confidential?

Completely. What we discuss stays between us. We don't share data, sell leads, or report to anyone.

Can I book for someone else?

Yes. Gift sessions are common, especially for young adults just starting out. We'll send a voucher you can pass along.

Ready to Get Started?

Choose your service and tell us when works for you. We'll confirm within 24 hours.

Book Your Session